From Cha Cha to Cha-Ching: Questions to Ask Before You Exit

It's my pleasure to share an article recently published by one of our Wealth Managers, Cameron Morgan.  In an article featured on, Cameron provides strategies to business owners as they contemplate the transition from business owner to retiree.
"It's said that the actress Ginger Rogers kept up with everything Fred Astaire did-only backward, and in heels. If you think running a company or firm profitably and gracefully is challenging, just try selling it. That's the business equivalent of Ginger Rogers. The niche of exit planning supports business owners as they pivot from startup/growth/maturity phases of their companies and begin to mull their exits."   
Click Here to Read the Entire Article or request a full version of the article from
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